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iShares ESG Advanced MSCI EAFE ETF

114 hedge funds and large institutions have $248M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 116114 (-2)

3.98% less ownership

Funds ownership: 80.42%76.44% (-4%)

9% less capital invested

Capital invested by funds: $273M → $248M (-$24.8M)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
62
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$441K -$468 -9 -0.1%
LRIA
52
Leonard Rickey Investment Advisors
Washington
$431K +$885 +17 +0.2%
GIA
53
Goodwin Investment Advisory
Georgia
$419K +$46.1K +886 +11%
T
54
TCWP
Ohio
$416K +$85.7K +1,647 +23%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$415K +$31.9K +612 +7%
UBS Group
56
UBS Group
Switzerland
$385K +$327K +6,281 +317%
SCA
57
Snowden Capital Advisors
New York
$381K +$75K +1,440 +21%
PFA
58
Pathway Financial Advisors
Vermont
$380K +$82.2K +1,579 +24%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$379K -$39.7K -763 -9%
Betterment LLC
60
Betterment LLC
New York
$375K
CWM
61
Congress Wealth Management
Massachusetts
$352K +$79.5K +1,528 +25%
WI
62
WrapManager Inc
California
$345K -$1.98K -38 -0.5%
FHA
63
First Horizon Advisors
Tennessee
$341K -$781 -15 -0.2%
SPIA
64
Steward Partners Investment Advisory
New York
$341K +$10.4K +199 +3%
RIA
65
Regal Investment Advisors
Michigan
$338K +$19.8K +381 +6%
RBA
66
Richard Bernstein Advisors
New York
$337K +$10K +193 +3%
SB
67
Strategic Blueprint
Georgia
$328K +$30K +576 +9%
KFSC
68
Keystone Financial Services (Colorado)
Colorado
$321K -$8.95K -172 -3%
WFA
69
Wade Financial Advisory
California
$315K +$67.9K +1,305 +24%
3LCM
70
3D/L Capital Management
Connecticut
$305K +$677 +13 +0.2%
JBA
71
Johnson Bixby & Associates
Washington
$300K +$37.8K +726 +13%
Wells Fargo
72
Wells Fargo
California
$278K -$33.8K -650 -10%
OPS
73
Orion Portfolio Solutions
Nebraska
$277K +$33.9K +652 +12%
AA
74
Aire Advisors
California
$277K +$77.9K +1,497 +34%
IA
75
IFP Advisors
Florida
$275K +$121K +2,320 +77%

DMXF Hedge Fund Activity: Q3 2022 in Review

114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q3 2022, worth a combined $248M — down 9.1% from $273M a quarter earlier.

Fund positioning in DMXF was balanced in Q3 2022: 15 funds opened new positions, 15 closed out, 62 added to existing stakes and 23 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.83M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $7.93M sold.

  • 114 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q3 2022, down from 116 in Q2 2022.
  • Funds reported $248M of iShares ESG Advanced MSCI EAFE ETF stock for Q3 2022, down 9.1% quarter-over-quarter.
  • 15 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q3 2022 and 15 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q3 2022 was RWA Wealth Partners, an estimated $5.83M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q3 2022 was Flow Traders U.S., an estimated $7.93M sold.

Based on aggregated 13F filings for Q3 2022.